Schwab Advisor Services™
Over 7,500 independent financial advisors depend on Schwab. Here’s why.
Steel Peak Wealth Management
REZA: When we decided that it was time for us to go independent, the very first phone call we made was to Charles Schwab.
Schwab Advisor Services
ADAM: Reza and his team made the decision that independence made sense for them. They really wanted to grow their business.
REZA: They put us in touch with every single person that we needed to meet to build our practice the way we wanted to build our practice which is for the best interest of our clients.
ADAM: Ultimately they’ve had a lot of success in their move. They brought over the vast majority of their clients in a very short order.
REZA: I was on the phone with Adam probably two, three times a day. I need an accountant – look at this person. We need a marketing group, I need somewhere I can order desks, I need someone who can help me find the office space. Adam was the quarterback. He essentially helped us meet all the different key people that we needed to meet so we can build a company.
ADAM: The advisor sees us as their right hand man every step along the journey.
REZA: There’s two times in my life when I’ve become free: when I came to this country at the age of six, and October 12, 2012, when I became free as an advisor.
ADAM: They’ve got Schwab supporting them every step along the way and there’s no reason they’re not going to be very successful.
Own your tomorrow®
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Steel Peak Wealth Management is not owned by or affiliated with Schwab, and its personnel are not employees or agents of Schwab. This is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab. ©2018 Charles Schwab & Co., Inc. (“Schwab”) All rights reserved. Member SIPC. (1018-872J)